November 22, 2016 - By Peter Erickson · 0 Comments
Nov 22 is a negative day so far for iShares Morningstar Large-Cap (NYSEARCA:JKD) as the ETF is active during the day after losing 0.25% to hit $130.36 per share. The exchange traded fund has 663.30 million net assets and 0.70% volatility this month.
Over the course of the day 2,477 shares traded hands, as compared to an average volume of 12,610 over the last 30 days for iShares Morningstar Large-Cap (NYSEARCA:JKD).
The ETF is -0.73% of its 52-Week High and 23.55% of its low, and is currently having ATR of 1.13. This year’s performance is 9.57% while this quarter’s performance is -0.30%.
The ETF’s YTD performance is 7.99%, the 1 year is 6.9% and the 3 year is 9.13%.
The ETF’s average P/E ratio is 17.22, the price to book is 3.07, the price to sales is 2.09 and the price to cashflow is 9.55. It was started on 7/13/2004. The fund’s top holdings are: Apple Inc. for 11.11% of assets, Microsoft Corporation for 8.48%, Johnson & Johnson Common Stock for 4.64%, General Electric Company Common for 4.62%, Berkshire Hathaway Inc B for 4.57%, Intel Corporation for 3.01%, Pepsico Inc. Common Stock for 2.82%, Citigroup Inc. Common Stock for 2.61%, Altria Group Inc. for 2.37%, Oracle Corporation Common Stock for 2.12%. The ETF sector weights are: Basic Materials 2.69%, Consumer Cyclical 2.40%, Financial Services 12.22%, Realestate 1.31%, Consumer Defensive 11.23%, Healthcare 18.94%, Utilities 2.50%, Communication Services 1.29%, Energy 3.64%, Industrials 16.18%, Technology 27.62%. The ETF currently as 2.35% yield.
More notable recent iShares Morningstar Large Core Idx (ETF) (NYSEARCA:JKD) news were published by: Forbes.com which released: “Best ETFs: Large-cap Funds” on August 18, 2015, also Forbes.com with their article: “ETF Directory With Cost Ratings” published on October 13, 2016, Time.com published: “MONEY 50: The World’s Best Mutual Funds and ETFs” on January 04, 2016. More interesting news about iShares Morningstar Large Core Idx (ETF) (NYSEARCA:JKD) were released by: Cnbc.com and their article: “Is your dividend plan on track? 4 questions” published on February 22, 2016 as well as Seekingalpha.com‘s news article titled: “High Dividend And Low Volatility ETF Outperforms During Corrections” with publication date: January 20, 2016.
iShares Morningstar Large-Cap ETF , formerly iShares Morningstar Large Core Index Fund, is an exchange-traded fund (ETF). The ETF has a market cap of $663.30 million. The Fund seeks investment results that correspond generally to the price and yield performance of the Morningstar Large Core Index (the Core Index). It has a 9.78 P/E ratio. The Core Index measures the performance of stocks issued by large-capitalization companies that have exhibited average growth and value characteristics as determined by Morningstar’s index methodology.
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By Peter Erickson